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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $347,701 | $89,367+289.1% | $141,191+146.3% | $72,975+376.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.16% | 111.87%-90.7pp | 71.41%-50.2pp | 81.01%-59.9pp |
| Employer contribution / active EE | $12,239 | $3,115+292.9% | $4,736+158.4% | $2,440+401.6% |
| Participant deferral / active EE | $9,332 | $5,419+72.2% | $6,710+39.1% | $3,608+158.7% |
| Admin fee / account holder | $8,592 | $5,957+44.2% | $10,264-16.3% | $5,124+67.7% |